- US Bank (Charlotte, NC)
- …years of applicable experience - Experience and understanding of retail broker -dealer risks, products, operations and regulatory requirements - Experience and ... presentation, interpersonal, written and verbal communication skills - Effective relationship building and negotiation skills - Proficient computer navigation skills… more
- Atria Wealth Solutions (Winston Salem, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking an Associate Program Manager to join their team in the ... + Coordination of introductions to key partners within the broker /dealer and third-party partners + Provide oversight and serve...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker /dealer and RIA with a stable track record of… more
- Atria Wealth Solutions (Greensboro, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to ... or according to an established schedule determined by your manager . Purpose of the Job The Financial Advisor II...the members' goals and objectives and establishes an ongoing relationship with members to periodically review their portfolio. The… more
- Deloitte (Charlotte, NC)
- Financial Services Risk Management Manager Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design ... critical to the success of our clients. As a Manager , you will have opportunities to: + Learn how...company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to build constructive… more
- Carrington (Raleigh, NC)
- …all laws. + Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager , underwriting, and funding to ensure timely purchase of a ... mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow...in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add… more
- The Hartford (Charlotte, NC)
- AMP Account Manager - US08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working ... account solution within our policyholder services capabilities. An Alternative Market Account Manager is a licensed agent that works with wholesale brokers and… more
- Deloitte (Charlotte, NC)
- Deloitte Risk and Financial Advisory Risk, Data and Regulatory Liquidity - Manager Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, ... strategic transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
- Acosta Group (Charlotte, NC)
- **DESCRIPTION** The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims ... All necessary job functions required to support the Business Manager and client. This individual must demonstrate a strong...years prior experience with data entry, preferably with afood broker or college graduate. + Must have prior experience… more
- Deloitte (Raleigh, NC)
- …practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! What you'll do As a Tax Manager , you will ... and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities will… more
- The Clorox Company (Durham, NC)
- …connection between Customer team, cross-functional resources and category counterparts. Manages Broker relationships, if appropriate. 20% **What we look for:** + ... Influence + People Development + Analytical and Decision Making + Interpersonal Relationship Management + Communication + Planning and Organizing + Adaption and… more
- Deloitte (Raleigh, NC)
- …support + Technology & Infrastructure + Application development and management + Relationship management group + Strategy + Deployment + PMO + Financials + ... + Hands on experience working with MSMQ and SQL Server Service Broker + Agile development environment + Excellent communication, presentation, influencing, and… more
- Zurich NA (Charlotte, NC)
- …have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers ... Middle Market Underwriter or Senior Middle Market Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant's… more
- HUB International (Greensboro, NC)
- …Limited ("HUB") is the 5th largest global insurance and employee benefits broker , providing a broad array of property, casualty, risk management, life and ... sales environment that is focused on new business development, retention, and relationship development. + Other duties as assigned. **Qualifications** + At least 10… more
- Zurich NA (Winston Salem, NC)
- …protection, or Livestock Products. + Supports Underwriter with broker /agent/distributor/customer interactions by providing outstanding customer service skills. **The ... Account Service Associate or Underwriting Account Service Analyst level. The hiring manager will determine the appropriate level based upon the selected applicant's… more
- MassMutual (Raleigh, NC)
- …PR, supporting sales efforts through the independent as well as national broker /dealer channels. You will be responsible for territory production, penetration rates ... and/or assigned accounts through ongoing financial professional profiling, constant relationship -building, and refining and refreshing financial professional base +… more